Morgan Stanley predicts how many years investors will have to wait before Disney’s Netflix competitor is profitable, and how many subscribers it will get – Silicon Alley
According to a new report from analysts at Morgan Stanley, Disney's upcoming streaming service will gain over 20 million subscribers by 2024.
The analysts projected the service to be profitable in 2026, and noted the service will be "more modest" than Netflix in its scope of content and spending.
With a library full of Marvel, Star Wars, and other beloved franchises, Disney is expected to be a major force in the streaming wars when it launches its own service late next year.
A new report from analysts at Morgan Stanley, led by Benjamin Swinburne, estimated the service will gain around 23 million subscribers by 2024, and between 40-45 million by 2028. Based on an expected monthly subscription price of $9 at launch, which could increase to $13 by 2028, the analysts predicted the service will be profitable in 2026.
The analysts wrote that they saw the Disney service becoming a $6-billion-plus business, "with stand-alone EBIT profitability achieved in 2026E."
Disney would have...
18 octobre 2018 à 11h22
How Netflix drives culture, in one chart – Recode – All
The streaming service expects to add nine million new subscribers before the end of the year. In half a decade, Netflix has gone from “streaming video service with a kinda mediocre selection” to arguably the most influential outlet in all of American television.
Netflix’s quarterly letter to shareholders, released with its third-quarter results this afternoon, includes the usual discussion of the quarter and the broader industry. But it also includes this great chart, showing its young stars’ prolific growth in Instagram followers after their Netflix launches:
“We’re also thrilled that Netflix has been a launching pad for a new generation of global stars like Millie Bobby Brown, Jacob Elordi, Noah Centineo and Gaten Matarazzo,” Netflix writes. “When our service helps our talent develop huge fan bases (from small followings to over 10 million Instagram followers), we can attract the best talent in the world. This explosive grow ...
17 octobre 2018 à 17h12
MIPCOM: Richard Gere says television has lost its stigma – TBIvision
Richard Gere kicked off this year’s MIPCOM in Cannes for the premiere of UK drama MotherFatherSon, saying that there is no stigma in taking on TV roles today. Marking the first time Gere has taken on a role in a major TV series, the prolific movie star said: “The world has turned upside down in ...
15 octobre 2018 à 17h56
Parts de marché des moteurs de recherche en octobre 2018 (France, USA, monde) – WebrankInfo
Comme vous le savez déjà, Google est archi leader des moteurs de recherche presque partout dans le monde, comme le montre cette carte qui indique la part de marché de Google dans chaque pays (reflété par la nuance de couleur). Les 2 seuls pays où Google n’est pas leader sont la Russie (c’est Yandex) et la Chine (Baidu)...
12 octobre 2018 à 18h08
Apple to offer some of its original content for free via TV app on iOS & Apple TV, report says – 5to9mac
While many have questioned how Apple plans to deliver its original content to customers, a new report from CNBC today aims to offer more details on the Apple streaming TV service. According to the report, Apple plans to give its original content away for free to users of its hardware products.
The post Apple to offer some of its original content for free via TV app on iOS & Apple TV, report says appeared first on 9to5Mac...
11 octobre 2018 à 16h33
En 10 mois, SFR a regagné les clients perdus en 3 ans – Le Figaro – Eco
Selon Patrick Drahi, le patron du groupe Altice auquel appartient SFR, l'opérateur télécoms a regagné de janvier à octobre autant de clients que ceux qu'il avait perdus au cours des trois années précédentes...
10 octobre 2018 à 12h14
Freebox V7 : l’annonce est imminente à en croire le teasing de Devialet – Frandroid
Devialet devrait être le partenaire audio de Free sur la Freebox V7. Or la startup française vient de lancer un compte à rebours donnant rendez-vous dans 24 heures pour annoncer des nouveautés. Le compte à rebours de Devialet À l’instar de sa devancière, la Freebox V7 devrait ébranler le secteur des télécoms. Lentement mais sûrement, ...
08 octobre 2018 à 16h56
Netflix Eats Up 15% of All Internet Downstream Traffic Worldwide (Study) – Variety
Netflix remains the 800-pound gorilla of the streaming world: Video from the service consumes a significant 15% of all internet bandwidth globally, the most of any single application. That’s according to the latest Global Internet Phenomena Report from Sandvine, a vendor of bandwidth-management systems. Netflix was followed by HTTP media streams, representing 13.1% of all downstream ...
03 octobre 2018 à 17h02
EU regulators want to know if merchants hurt by Amazon copies – Reuters – Tech
EU antitrust regulators are asking retailers and manufacturers whether Amazon's sales of own brand products similar to theirs have harmed their business, a move which could lead to a formal case and possibly fines against the U.S. tech giant...
02 octobre 2018 à 11h01
Some Apple Employees Think Company’s New TV Service Will Be Dull As Nails – TechDirt
Like many companies, Apple has been trying to disrupt the traditional television sector for years. But like countless companies before it, Apple has repeatedly run face-first into a cable and broadcast industry that's aggressively resistant to actual change. As a result, Apple's efforts to launch a TV service have been comically delayed for years as cable and broadcast companies (worried that what Apple did to the music industry would also happen to the TV sector) tightly restricted how their content could be used if the approach varies too far from accepted industry norms.
So despite Steve Jobs insisting that Apple had "cracked the code" on a next-gen TV set as early as 2011 -- and efforts to strike licensing deals that have been ongoing since at least 2012 -- nothing much has really come from Apple's promised revolution on the television front...
02 octobre 2018 à 10h15
EU regulators receive second Google report on shopping case – Reuters – Tech
Google has provided a second report detailing the effects of its proposal to allow more price comparison rivals to bid for ads on top of its search page, EU antitrust regulators said on Monday...
01 octobre 2018 à 18h10
Amazon donates $1M to Wikimedia – Techcrunch
Back in March, we asked the question “Are corporations that use Wikipedia giving back?” The answer was kind of, sort of, with one key exception, noting, “Apple, Facebook, Microsoft and Google all contributed around $50,000 by matching employee gifts. Amazon, on the other hand, is nowhere to be found on that list...
25 septembre 2018 à 18h27
Iliad : Xavier Niel a en fait acquis pour près de 40 ME de titres – Boursier.com
Xavier Niel, fondateur de l'opérateur 'télécom' Iliad, a profité de la faiblesse récente du titre en bourse...
17 septembre 2018 à 16h18
Netflix released the first trailer for its anticipated new Coen Brothers movie – Silicon Alley
Netflix has released the first trailer for its anticipated original film from the Coen Brothers, "The Ballad of Buster Scruggs."
The Western film was originally conceived as a six-episode Netflix original miniseries, but the Coens cut it together into one feature film and premiered it at the Venice Film Festival in August.
"The Ballad of Buster Scruggs" debuts on Netflix and in select theaters on November 16.
Netflix on Wednesday released the first trailer for its anticipated original film from the Coen Brothers, "The Ballad of Buster Scruggs."
Written and directed by Joel and Ethan Coen, the Western film features an anthology of stories, and was originally conceived as a six-episode miniseries. The Coens reportedly "decided instead to jam the episodes" into one feature film before screening it at the Venice Film Festival in August.
"The Ballad of Buster Scruggs" stars James Franco, Liam Neeson, Zoe Kazan, Tim Blake Nelson, and Tom Waits in an ensemble cast...
12 septembre 2018 à 18h01
AT&T CEO Randall Stephenson: Netflix Is ‘Walmart’ of SVOD, HBO Is ‘Tiffany’ – The Wrap
AT&T Chairman and CEO Randall Stephenson brought out the big guns — or at least the big metaphors — Wednesday morning at Goldman Sachs’ Communacopia conference.
“I think of Netflix as kind of the Walmart of SVOD, HBO’s kind of the Tiffany,” Stephenson told those in attendance.
In terms of that whole “bigger and broader” HBO that WarnerMedia CEO John Stankey has spoken about multiple times — Stephenson totally gets it.
“You’d like to fill out the schedule…we’re not talking about Netflix-level of investments,” the head honcho of the premium TV channel’s publicly traded parent company said.
Both, Stephenson says, want content throughout the week and the year. They no longer want to see consumers cancel and renew their subscriptions around “Game of Thrones.”
Also Read: WarnerMedia CEO on AT&T's Streaming Ambitions: 'I Don't Want to Re-Create Netflix'...
12 septembre 2018 à 17h58
Apple Music launches a ‘Top Charts’ playlist series – Techcrunch
Apple Music is rolling out a new playlist series that will feature the Top 100 songs on Apple Music globally and for those countries where Apple Music is available. Because they’re playlists, users will be able to add these top charts for their country or the Top 100 Global songs to their library so they can ..
10 septembre 2018 à 18h34
‘Carpool Karaoke’ Emmy win marks first award for Apple’s video content efforts – Apple Insider
Apple Music's "Carpool Karaoke: The Series" won a Primetime Emmy award on Sunday night, making it the first TV show production in Apple's video streaming endeavors to receive the prestigious accolade for its content...
10 septembre 2018 à 15h55
WarnerMedia Veteran Kristen O’Hara Joins Snap in Key Sales Role – Billboard
Snapchat parent company Snap Inc. has brought in a veteran media marketer to lead its sales operations...
03 septembre 2018 à 11h43
Le site Mashable France va bientôt fermer – Le Monde – Economie
Le site d’information spécialisé dans les nouvelles technologies et le divertissement va fermer, en raison notamment d’un désaccord stratégique entre ses copropriétaires, le groupe américain Ziff Davis et France 24...
28 août 2018 à 18h32
IMG lance Serie A Pass, une offre OTT mondiale – Media Sportif
IMG, le groupe de management sportif, a lancé le 18 août un nouveau service OTT, Serie A Pass, disponible dans certains pays pour les fans du championnat italien. Serie A Pas est une offre OTT qui diffuse l’intégralité du championnat italien, la Serie A. Lancé le 18 août dernier avec le match de la Juventus, Serie A ...
27 août 2018 à 18h27
Streaming media players rule the OTT roost – RapidTVNews
Streaming media players are the most frequently used internet-connected entertainment device according to research firm Parks Associates...
25 juillet 2018 à 16h02
30% of Netflix subs in premium service tier – BroadBandTv
New Parks Associates OTT video research reports that 30% of Netflix subscribers are in the premium service tier, up from the 21% in late 2017. At the same time, uptake of Netflix’s basic tier has fallen from 35% of subscribers in late 2017 to 27% in early 2018. These shifts come despite Netflix’s price increase...
20 juillet 2018 à 17h33
Netflix CEO Proclaims The Death Of Net Neutrality Is No Big Deal – TechDirt
We've noted repeatedly that while Silicon Valley giants like Facebook and Google are portrayed as net neutrality supporters, that hasn't been true for many years now. Google stopped giving a damn about the idea back in 2010 or so when it started eyeing the broadband (Google Fiber) and wireless (Android, Project Fi) markets. Similarly, Facebook has never really been much of a genuine supporter, and has actively undermined the concept of net neutrality overseas in developing nations. Once they became powerful and wealthy enough, they stopped seriously worrying about the threat posed by broadband monopolies.
For a while there, Netflix jumped in to supplant Google as a major net neutrality supporter, frequently highlighting how usage caps can be used anti-competitively or how ISPs were abusing interconnection points and their broadband monopolies to drive up prices for competitors.
But as Netflix has grown more powerful, its advocacy for net neutrality has waned proportionally. The co ...
18 juillet 2018 à 18h10
Netflix Creating Comedy Radio Channel With SiriusXM – WSJ Technology News
The streaming-content giant has cut a deal with the satellite-radio broadcaster to create an outlet for its comedy content...
18 juillet 2018 à 18h08
Alphabet says now is the time for two Google X projects to evolve into standalone businesses (GOOG, GOOGL) – Silicon Alley
Alphabet Inc., Google's parent company, announced on Wednesday that two research projects, Loon and Wing, are becoming independent businesses.
Loon, the balloon-flying internet-delivery project and Wing, which is developing a drone-delivery service, are now standalone businesses operating under the Alphabet umbrella.
This likely means little to Alphabet's bottom line for the foreseeable future, but the two projects emerged from Google's X facility, which is more focused on changing the world.
Loon and Wing, two research projects developed within Google's secretive X research facility, are becoming standalone businesses within Alphabet, Google's parent company announced Wednesday.
Loon is the project that releases massive balloons into the stratosphere carrying the gear needed to supply people in rural communities with an internet connection. Wing seeks to develop the means to deliver goods to consumers via drone aircraft.
Alphabet said the companies' financial...
12 juillet 2018 à 11h17
Australia prepares to ban Huawei from 5G project over security fears – Reuters Business
Australia is preparing to ban Huawei Technologies Co Ltd from supplying equipment for its planned 5G broadband network after its intelligence agencies raised concerns that Beijing could force the Chinese telco to hand over sensitive data, two sources said...
11 juillet 2018 à 17h38
Molotov à la recherche du modèle gagnant – Le Monde – Média
L’application de télévision recrute « 650 abonnés par jour », mais cherche des investisseurs...
11 juillet 2018 à 17h29
Netflix unveils aggressive anime expansion – TBIvision
SVOD platform Netflix has used the Anime Expo event to unveil two new anime series – Ultraman and Kengan Ashura, along with the renewal of popular series Aggretsuko for a second season. Ultraman is an action drama from Production I.G and Sola Digital. It centres around a man possessing the spirit and DNA of the legendary hero...
06 juillet 2018 à 18h41
Altice : Patrick Drahi ne veut pas vendre SFR, le titre recule – Boursier.com
Altice sous-performe nettement le marché en matinée avec un titre qui cède plus de 3% à 3,2 euros...
04 juillet 2018 à 18h57
Facebook and Google use dozens of clicks and tricks to dodge data rules – Quartz
Facebook and Google are sticking to new data privacy regulations, but that doesn’t mean they have to make the options easy for users...
04 juillet 2018 à 10h56